Dynamic Advisor Solutions’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Dynamic Advisor Solutions’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$268K	Sell	1,159 -336	-22%	-$88.8K	0.01%	875
2026 Q2	$424K	Buy	1,495 +176	+13%	+$47.6K	0.01%	730
2026 Q1	$335K	Buy	1,319 +263	+25%	+$72K	0.01%	774
2025 Q4	$255K	Buy	1,056 +2	+0.2%	+$475	0.01%	827
2025 Q3	$248K	Buy	1,054 +44	+4%	+$9.6K	0.01%	840
2025 Q2	$213K	Buy	+1,010	New	+$183K	0.01%	842

Other funds holding XAR

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WAS

WESPAC Advisors SoCal Pasadena, California $553M AUM 26.96% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

SCS

Southern Capital Services Daphne, Alabama $176M AUM 16.02% 1-Year Est. Return

Dynamic Advisor Solutions's XAR Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 22% in Q3 2026, selling an estimated $88.8K and leaving 1,159 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #875.

Dynamic Advisor Solutions first reported a position in XAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $424K in Q2 2026. 133 funds tracked by Wall St. Rank hold XAR as of Q3 2026.

Dynamic Advisor Solutions held 1,159 shares of State Street SPDR S&P Aerospace & Defense ETF worth $268K as of Q3 2026.
Dynamic Advisor Solutions sold 336 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2026, an estimated $88.8K.
State Street SPDR S&P Aerospace & Defense ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #875 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
Dynamic Advisor Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $424K in Q2 2026.
133 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.